Purchases and Sales Made in Q3 2024 in Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Growt (IVOG) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 GROWT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 531.9% |
$2.24M - $2.47M
|
25.2K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 7.88% |
$1.33M - $1.47M
|
173K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.95K+ 1.47% |
$1.05M - $1.16M
|
688K
$78.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.36K+ 43.44% |
$988K - $1.09M
|
30.9K
$3.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 6.88% |
$986K - $1.09M
|
145K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.1K+ 39.92% |
$960K - $1.06M
|
31.9K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.61KNew |
$908K - $1M
|
8.61K
$987K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.77K+ 29.23% |
$820K - $904K
|
34.3K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.44K+ 11.53% |
$680K - $750K
|
62.4K
$7.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.37K+ 27.21% |
$672K - $741K
|
29.8K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.25K+ 65.75% |
$659K - $727K
|
15.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.69K+ 82.43% |
$600K - $662K
|
12.6K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$587K - $647K
|
5.56K
$638K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.64KNew |
$489K - $540K
|
4.64K
$532K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.35K+ 4.77% |
$459K - $506K
|
95.6K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.22KNew |
$445K - $491K
|
4.22K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.89K+ 2.87% |
$411K - $453K
|
139K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.68KNew |
$388K - $428K
|
3.68K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.43K+ 2.6% |
$362K - $399K
|
135K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 1977.71% |
$346K - $382K
|
3.45K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.12K+ 3.79% |
$329K - $363K
|
85.5K
$9.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.93K+ 201.17% |
$309K - $341K
|
4.39K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
2.91K+ 25.16% |
$307K - $339K
|
14.5K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.42K+ 24.97% |
$256K - $282K
|
12.1K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.39KNew |
$253K - $278K
|
2.39K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23KNew |
$235K - $259K
|
2.23K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.21K+ 3.3% |
$233K - $257K
|
69.1K
$7.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$189K - $208K
|
1.79K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$202K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$185K - $204K
|
1.75K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 72.84% |
$149K - $165K
|
3.36K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
939+ 6.42% |
$99.1K - $109K
|
15.6K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
842New |
$88.8K - $97.9K
|
842
$96.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
838+ 2.36% |
$88.4K - $97.5K
|
36.4K
$4.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
723+ 11.19% |
$76.3K - $84.1K
|
7.18K
$823K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
394+ 1.13% |
$41.6K - $45.8K
|
35.3K
$4.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
394+ 1.13% |
$41.6K - $45.8K
|
35.3K
$4.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
340+ 3.88% |
$35.9K - $39.5K
|
9.1K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
308New |
$32.5K - $35.8K
|
308
$35.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
307+ 1.14% |
$32.4K - $35.7K
|
27.3K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
295+ 0.16% |
$31.1K - $34.3K
|
189K
$21.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
220New |
$23.2K - $25.6K
|
220
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
214+ 3.54% |
$22.6K - $24.9K
|
6.25K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
201+ 10.43% |
$21.2K - $23.4K
|
2.13K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
199+ 12.55% |
$21K - $23.1K
|
1.79K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
198+ 6.42% |
$20.9K - $23K
|
3.28K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
115+ 42.12% |
$12.1K - $13.4K
|
388
$44.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
110New |
$11.6K - $12.8K
|
110
$12.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
87+ 0.95% |
$9.18K - $10.1K
|
9.25K
$1.06M
|